Cfs Wealth Management

Cfs Wealth Management (CRD# 135579) is a financial advisory firm headquartered in Macon, GA. They manage $68,533,454 in 530 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    69
    MILLION
  • Total Number of Accounts
    530
    ACCOUNTS
  • Average Account Value
    $129,308
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, TX

Financial Advisors at Cfs Wealth Management
Showing 1 - 5 of 5 top financial advisors.
1
Wade T. Chapman
CRD#: 2852176
1515 Bass Road, Suite D, Macon, GA 31210
93
Wealthminder
score

Wade Chapman (CRD# 2852176) is an Investment Advisor Representative working at Cfs Wealth Management in Macon, GA and has over 20 years of experience in the finance industry.

2
Lucinda F. Dallas
CRD#: 3270458
1515 Bass Road, Suite D, Macon, GA 31210
93
Wealthminder
score

Lucinda Dallas (CRD# 3270458) is an Investment Advisor Representative working at Cfs Wealth Management in Macon, GA and has over 18 years of experience in the finance industry.

3
Roswell F. Mason
CRD#: 5183870
1515 Bass Road, Suite D, Macon, GA 31210
93
Wealthminder
score

Roswell Mason (CRD# 5183870) is an Investment Advisor Representative working at Cfs Wealth Management in Macon, GA and has over 9 years of experience in the finance industry.

4
Abrie J. Soileau
CRD#: 5713597
107 North Broad Street, Thomasville, GA 31792
93
Wealthminder
score

Abrie Soileau (CRD# 5713597) is an Investment Advisor Representative working at Cfs Wealth Management in Thomasville, GA and has over 8 years of experience in the finance industry.

5
Stephen D. Anderson
CRD#: 2507388
1515 Bass Road, Suite D, Macon, GA 31210
83
Wealthminder
score

Stephen Anderson (CRD# 2507388) is an Investment Advisor Representative working at Cfs Wealth Management in Macon, GA and has over 23 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.